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Time Billing
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Subject Topic: Card file Selling Details question Post ReplyPost New Topic
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DanielT
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Posted: 15 December 2004 at 20:52 | IP Logged Quote DanielT
Hello all,
I'm posting this in here because I'm not quite sure where it should go.
In the Selling Details section of a card file for a customer, the field called "Income Account" - does that refer to general income for any bills, or is that specifically for sales? Because as a service provider, I usually bill for my time, but I do often sell equipment. My sales are separate from time billing, but there is no indication in the Selling Details Income Account field whether this will apply to just sales or time billing or both.
 
Will time biling invoices use this account? I noticed that whatever account is in here comes up as default when I enter a sale, but I didn't notice how it affects time billing invoices.
 
Please advise.
Thanks.
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myobsupport
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Posted: 16 December 2004 at 01:43 | IP Logged Quote myobsupport

Hi DanielT,

The Income account field in the Selling Details section of a customers card file is specifically for sales to that particular customer only.

It only applies to sales using either the professional layout or the service layout.

It doesn't apply to time billing invoices because when you use time billing you use activities and when setting up the activity you specify which income account you want that activity to go to.

It also doesn't apply to item sales because once again when you set up your items you specify which income account you want that item to go to.

Regards,

Tinhare



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DanielT
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Posted: 16 December 2004 at 01:52 | IP Logged Quote DanielT
Thank you. I thought it was like that.
Regarding directly to that customer, I realized that but I was not sure if it would try to put my time billing into that account also.

Thanks for clarifying it.
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myobsupport
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Posted: 16 December 2004 at 02:40 | IP Logged Quote myobsupport

No problem,

Glad to be of help.



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